Sentences with phrase «percentage of your assets from»

Moving a higher percentage of your assets from stocks to bonds and / or cash makes sense, because while you may not be making all the gains from stocks you might, you are preserving capital.

As your child grows, the Franklin Templeton age - based asset allocations will automatically reallocate a percentage of your assets from equity - oriented funds (which tend to hold more stocks) into more conservative, income - seeking funds (such as bond and money market funds).

Not exact matches

Percentage of the 2001 Inc 500 that raised additional financing from Bank lines of credit: 80 % Commercial loans: 52 % Personal assets: 45 % Assets of family and friends: 26 % Venture capital: 18 % Other cofounders» personal assets: 17 % Strategic partners or customers: 13 % Grants from the government or nonprofitassets: 45 % Assets of family and friends: 26 % Venture capital: 18 % Other cofounders» personal assets: 17 % Strategic partners or customers: 13 % Grants from the government or nonprofitAssets of family and friends: 26 % Venture capital: 18 % Other cofounders» personal assets: 17 % Strategic partners or customers: 13 % Grants from the government or nonprofitassets: 17 % Strategic partners or customers: 13 % Grants from the government or nonprofits: 3 %

That number may sound insignificant, but as your savings grow exponentially and the percentage of your assets you pay in fees stays steady, a significant amount of money can be diverted from your savings to pay for their upkeep.

Pursuant to such programs, FI is obligated to pay the custodian an ongoing fee, usually as a percentage of the fees billed to the account or a percentage of the assets in the account, with a one - time fee generally payable in the event the account is transferred away from such custodian.

I'd like everybody to list out their assets from most valuable as a percentage of net worth to least valuable.

According to the almighty online brain trust, Wikipedia, royalties are: «typically agreed upon as a percentage of gross or net revenues derived from the use of an asset or a fixed price per unit sold of an item...» In layman's terms, royalties are a form of passive income that you obtain through the sale or use of something you own.

Grant Payout The percentage of total charitable assets at the end of one year that any one type of charitable sponsor or all charitable sponsors grants from a donor - advised fund to qualified charities and charitable projects.

As of the date of this letter, we expect each of the Oakmark funds will pay distributions that range from mid-to-high single digits when expressed as a percentage of the September 30, 2014 net asset value per share, except for Oakmark Select, which has an estimated distribution in the low double digits.

There are a number of theories on how to pick the ideal asset allocation for your age or the time horizon for when you will need the money you are investing — many financial experts recommend you should subtract your age from 120 and invest that percentage of your long term money in stocks.

Neil Barofsky, special inspector general for the Troubled Asset Relief Program, recently testified that fewer than 400,000 homeowners have had their mortgages modified, just a small percentage of the millions of borrowers who were supposed to get help from the federal program,» the letter said.

The study states the percentage of assets under management (AUM) with Active Share of less than 60 % increased from 1.5 % in 1980 to 40.7 % in 2003.

Correspondingly, the percentage of fund assets with Active Share greater than 80 % went down, from 58 % in 1980 to 28 % in 2003.

From 2003 to 2013 the percentage of mutual fund and ETF assets that are passively managed has increased from 12 % to 2From 2003 to 2013 the percentage of mutual fund and ETF assets that are passively managed has increased from 12 % to 2from 12 % to 27 %.

The return of a mutual fund over N days is the percentage increase (or decrease) in the NAV share price over the N - day period, and the NAV is calculated each evening after the markets have closed and the expense ratio for the day has been subtracted from the fund assets.

But as long as adviser compensation originates directly from the client and never from product or transactions, they can use either a fee - for - service or a percentage - of - assets fee model, or both, and still refer to themselves as «fee - only.»

«We don't promote one form of compensation over another; however, if somebody is advertising themselves as «fee - only,» while they may receive those fees on an hourly basis, a flat rate, or as a percentage of assets, they can not receive compensation from anyone else.

To margin, also called buying on margin, refers to the practice of buying an asset where the buyer pays only a percentage of the asset's value and borrows the rest from the bank or broker.

The following table, from the Disclosure Booklet, lists the investments in which the MetWest Total Return Bond Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Social Choice Equity Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Large Cap Value Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Social Choice Bond Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Ariel Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Large Cap U.S. Equity Index Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

Most interestingly, there is a quote from Warren Buffett which is perhaps the most quantitative statement he has made in recent years on interest rates and current asset prices: «Warren Buffett, the most famous disciple of Ben Graham, said this week that stocks would look cheap in three years» time if interest rates were one percentage - point higher, but not if they were three percentage points higher.»

The following table, from the Disclosure Booklet, lists the investments in which the Capital Appreciation Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Santa Barbara Dividend Growth Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Nuveen Alternative Income Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the DFA Emerging Markets Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Harding Loevner Global Equity Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA U.S. Small Cap Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Harbor Capital Appreciation Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Principal Plus Interest Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

It depends on what percentage of your income you expect to be provided from your retirement assets and the fact that we have a progressive tax system.

The thinking is that including a small percentage of your overall asset allocation (from 5 % - 10 %) into these assets can provide high potential returns with only a small impact on your portfolio if the risk becomes too great.

The following table, from the Disclosure Booklet, lists the investments in which the Age - Based Option invests and the percentage of the investment option's assets allocated to each of its investments.

There are various percentage handicaps which are applied to the working capital figure (to account for obsolescence of inventory and uncollectability in receivables as well as the nebulous benefit of some other current assets like pre-paid insurance and rent) to arrive at the sum used to deduct liabilities from and arrive at the proper current asset figure used in the equation.

The market climbs a wall of worry, and the private sector has been holding less stock as a percentage of assets than before — the percentage went from 37.6 % to 37.1 %, and the absolute amount fell by about $ 250 billion.

That's essentially the difference between banks» cost of funds and what they earn from lending that money, expressed as a percentage of interest - generating assets.

Additional ICI data shows that the average mutual fund fees as a percentage of assets for 401 (k) participants has declined from 0.77 % in 2000 to 0.48 % in 2016.

Indeed, the percentage of pension - plan assets invested in stocks dropped from 60 percent to 55 percent during 2007, representing a shift of almost $ 60 billion worth of plan assets from equities into fixed - income and other investments, according to the firm's study of the 100 U.S. public companies with the biggest defined - benefit pension assets whose 2007 annual report was released by March 15, 2008.

For those who were not at an extreme value in either year, the range of their asset allocation changes to equities ranged from a 2.0 percentage point decline at the 25th percentile to a 14.3 percentage point increase at the 75th percentile.

A good formula for allocating your assets is to subtract your age from 110 and keep that percentage of your money in stocks, with the rest going into bonds.

The minimum requirement for percentage of assets in large - cap stocks for large - cap funds was changed from 65 % to 75 %.

As you can see from the following chart, which shows the percentage of index fund assets as total assets in equity mutual funds from 1985 to 2007.

If a restriction on the Fund's investments is adhered to at the time an investment is made, a subsequent change in the percentage of Fund assets invested in certain securities or other instruments of the Fund's investment portfolio, resulting from changes in the value of the Fund's total assets, will not be considered a violation of the restriction; provided, however, that the asset coverage requirement applicable to borrowings shall be maintained in the manner contemplated by applicable law.

Under the terms of the sale of its assets and rights relating to its anthrax vaccine product candidate and related technology to Emergent BioSolutions Inc, (Emergent), Emergent may be obligated to pay VXGN up to an additional $ 7M in milestone payments, plus specified percentages of future net sales for 12.5 years beginning from the first commercial sale.

First is by an hourly rate, second is through commissions from products that they've sold, and / or third via percentage of assets managed.

The following table, from the Disclosure Booklet, lists the investments in which the Conservative Option invests and the percentage of the investment option's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the U.S. and International Equity Option invests and the percentage of the investment option's assets allocated to each of its investments.